Can I name a guardian for my children in my will?
Yes, you absolutely can—and should—name a guardian for your minor children in your will, but it’s not quite as simple …
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How does a special needs trust differ from a traditional trust?
A traditional trust is designed to manage assets for beneficiaries, distributing income and principal according to the grantor’s instructions, often …
Can a bypass trust support religious or faith-based education for beneficiaries?
The question of whether a bypass trust can support religious or faith-based education for beneficiaries is a common one, and …
Can a special needs trust pay for caregiver transport services to appointments?
Navigating the financial complexities of caring for a loved one with special needs requires careful planning, and a crucial component …
Can the trust provide benefits to domestic partners of heirs?
The question of whether a trust can provide benefits to the domestic partners of heirs is increasingly common as family …
Can I include guidelines for environmentally conscious investing in the trust?
Yes, absolutely, you can include guidelines for environmentally conscious investing within your trust documents, reflecting your values and potentially shaping …
Can I allocate funds for dental and vision expenses separately?
Yes, you absolutely can allocate funds separately for dental and vision expenses within your estate plan, and it’s a frequently …
What should a letter of intent contain?
A letter of intent (LOI), while generally non-binding, is a crucial first step in the estate planning process, particularly when …
Can I restrict funding of politically affiliated organizations?
The question of whether you can restrict funding to politically affiliated organizations within your estate plan is complex, touching upon …
What’s the easiest way to locate a professional trust attorney?
The old, hand-painted sign creaked ominously in the wind, its faded lettering barely visible through years of dust and grime. …